Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in NVG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,856,766 | 146,664 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,844,569 | 150,087 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,759,018 | 147,445 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $1,997,599 | 161,357 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,948,408 | 158,924 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $2,062,662 | 154,045 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $2,055,264 | 164,949 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $1,837,723 | 151,253 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $1,935,808 | 163,774 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $1,712,738 | 166,124 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $1,839,099 | 157,188 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $1,823,803 | 154,822 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $1,954,758 | 161,018 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $1,850,873 | 158,601 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $2,134,006 | 162,777 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $2,396,024 | 162,003 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $4,111,528 | 229,310 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $3,674,387 | 214,250 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $3,465,000 | 194,009 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $3,459,227 | 204,688 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $2,712,587 | 161,656 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $2,444,886 | 156,123 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $2,540,987 | 166,295 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $2,373,344 | 161,672 | Shares | Sole | 2020-05-05 |